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They are coming for Bitcoin's energy!

Yup! But it's not "Bitcoin's" energy. Its just energy. When the Sun does its little fusion thing it does not take orders from "Bitcoin".

The problem they'll have is: Bitcoin is passive, the demand for energy doesn't scale with demand directly. But for AI it absolutely does. If they switch off all those GPUs, you won't have inference to run. But with less energy going to Bitcoin miners, you'll still get your tx mined, though perhaps a little slower. May need to bid up a bit, but honestly, that curve is a lot less steep than the AI market where everything must be instantly gratified.

I'd not worry yet.